CRM Data Import and Migration
Senior · CRM Administrator · Remote · United States
- Company
- Savings and loan group serving farmers and food producers · 501–1,000 employeesCL-50722 · based in New York City
- Where
- Remote · United States
- Format
- Task bundle
- Time needed
- 8–20 h a month
- Start
- Starts next week
- Level
- Senior · 5-10 years
- When you work
- Weekday evenings
550 tasks of this type completed on Deftridge
About this task
This savings and loan group serving farmers and food producers (501–1,000 employees) is looking for a senior CRM Administrator for a monthly bundle of recurring tasks, 8–20 h a month. Moves data in or out with mapping and checks.
The company wants one reliable owner for a list of small jobs instead of five different people. It is a regulated bank; the work is documented and reviewed before anything is signed off.
The work is fully remote. Any location in United States works, with a few hours of overlap with the team's day. Most people do this on weekday evenings; replies inside the working day are not expected.
What you deliver
- Migrate 20,000 contacts and 3,000 companies from spreadsheets into HubSpot with deduplication.
- A named list of items moved to next month, so nothing is lost
- The monthly list of items completed, each with a link to the result
- A month-end summary with hours used against the cap
What a month looks like
- Week 1: intake call and a list of what is due this month
- Weeks 2 and 3: items completed in short sessions
- Week 4: month-end summary and the list for next month
Duration: 6 months, with a monthly hours cap. Accepted on the company's written OK. If something is missed, you fix it in the same week at no extra charge to either side.
Tools
Who fits
- 5-10 years of hands-on work as a CRM Administrator, or the equivalent mix of roles
- Comfortable working in HubSpot, Salesforce and Excel
- Your own work history stays private; the company sees a first name, your field and a rate
Nice to have
- Used to short written handovers
- A habit of asking one clarifying question early rather than five late
Not included
- Managing other contractors or employees
- Anything that needs a signature in your own name unless the brief says so
- Work outside the scope written in the brief; extra items are quoted separately
How you get paid
- The company prepays Deftridge before your first hour, so payment does not depend on a late invoice.
- Deftridge pays you in USD after the company confirms the hours or the deliverable. The payment date is written in your task agreement.
- You work as an independent contractor: you report your own income, and your recruiter sends the statements your accountant needs.
- You never chase the company. Questions about money go to Deftridge.
What happens after you say you're interested
- Within one working dayA recruiter writes to you to confirm your hours and the rate you want.
- You agree the rateYou and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.
- With your written OKThe company sees the anonymous profile below. Most companies answer within three working days.
- StartYou sign the task agreement and the company's confidentiality terms through Deftridge, and begin on the date above.
What the company sees about you
First name, field, experience, tools and the hours you offer. Not your surname, your employer or your contact details.
- Experience
- 5-10 years in operations & assistance
- Tools
- HubSpot, Salesforce, Excel
- Offers
- 14 hours a month, weekday evenings
- Rate
- $86 an hour, agreed with the recruiter
How this rate compares
The midpoint of this range, $86 an hour, is above the median senior CRM Administrator rate in the United States ($85). The shaded band is the 25th to 75th percentile of the market.
All CRM Administrator jobs in United States · CRM Administrator rates in United States · Operations & Assistance jobs
Questions about pay and privacy
The rules are the same for every task. Pricing explains the 15% fee, prepayment and when you are paid; How it works covers matching, what the company sees and side work next to a job.
CL-50722 is the Deftridge code for this company. Its name is shared only after you agree to an introduction, and you decide whether to go ahead.